Interact to see
Advertisement
Advertisement
BAICX vs VGWIX
BAICX vs VGWIX Comparison
Open Charts BAICX vs VGWIX
BlackRock Multi-Asset Income Investor A
Price$10.29
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.35B
Vanguard Global Wellesley Income I
Price$22.67
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets602.98M
BAICX vs VGWIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BAICX vs. VGWIX commentary
Jun 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BAICX is a Buy and VGWIX is a Buy.
FUNDAMENTALS
Fundamentals
BAICX has more cash in the bank: 10.4B vs. VGWIX (603M). BAICX pays higher dividends than VGWIX: BAICX (5.74) vs VGWIX (3.61). BAICX was incepted earlier than VGWIX: BAICX (17 years) vs VGWIX (8 years). BAICX (0.92) is less costly to investors than VGWIX (0.44). VGWIX is a more actively managed with annual turnover of: 106.00 vs. BAICX (83.00). BAICX has a lower initial minimum investment than VGWIX: BAICX (1000) vs VGWIX (3000). BAICX annual gain was more profitable for investors over the last year : 8.60 vs. VGWIX (7.23). BAICX return over 5 years is better than : 25.73 vs. VGWIX (20.12).
| BAICX | VGWIX | BAICX / VGWIX | |
| Total Expense Ratio | 0.82 | 0.44 | 186% |
| Annual Report Gross Expense Ratio | 0.92 | 0.44 | 209% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 4.465 | 5.775 | 77% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | 100 | N/A | - |
| Net Assets | 10.4B | 603M | 1,725% |
| Annual Yield % from dividends | 5.74 | 3.61 | 159% |
| Returns for 1 year | 8.60 | 7.23 | 119% |
| Returns for 3 years | 19.56 | 14.13 | 138% |
| Returns for 5 years | 25.73 | 20.12 | 128% |
| Returns for 10 years | 50.18 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement